@JustinWhang I make 8k Content It's Hyper-realism it can exceed what the human eye typically perceives in everyday life. The content appears almost too sharp and perfect, deviating from the natural imperfections and subtleties present in reality. https://t.co/5BcXppyVTk
$ASTS now they have the assembly line working and satellites churning out I don't understand the bear case. They're not just going to have working satellites sitting around waiting to be launched when they have this many launch providers.
$ASTS - I’ve heard the same FUDsters saying AST is expensive at $5, $10, $20, $50, $100 and now $130.
Bro, AST is going to become one of the largest subscription services in the world in a few years generating +90% margins. Most of SpaceX’s $2T valuation is because of Starlink.
You’re telling me AST at $48B MC is expensive? Short it then and see how that goes.
AST is a $500+ stock.
I’m chillin and balls long! 😎 🤝
$ASTS is emerging as a major space sector leader, with many viewing its direct-to-cell technology as superior to Starlink and backed by strong global carrier partnerships.
Technicals also look bullish with rising volume, MACD curling up, and price reclaiming the bull channel as momentum builds toward prior ATH levels. *NFA
$ASTS is currently sitting around a ~$35B market cap.
Meanwhile the SpaceX S-1 is effectively telling the world they believe the broadband + mobile opportunity is worth well over $1.5T, with mobile alone pegged around ~$740B.
Now ask yourself…
Which company is actually demonstrating real direct-to-phone broadband performance TODAY?
AST just proved ~100 Mbps to unmodified smartphones.
Meanwhile Starlink Mobile is still showing packet loss, limited functionality, and according to their own S-1, the higher-capacity future mobile service that would actually compete with AST may not arrive until 2027+ and still requires significant standards work through Mobile World Congress and handset ecosystem changes just to function properly.
AST is doing it NOW. TODAY
Not in theory.
Not in PowerPoints.
Not after future handset redesigns.
NOW. TODAY
And look who is validating the architecture:
$T
$VZ
$VOD
Rakuten
STC
Bell
…and now even $TMUS pivoting toward $ASTS partnerships after years of pushing a path with Starlink.
The MNOs are effectively telling you where this industry is headed.
AST already has:
• FCC approval
• proven broadband speeds to standard phones
• a state-of-the-art manufacturing facility
• production cadence approaching ~6 satellites per month
• commercial spectrum partnerships globally
Yet the market is pricing this at only ~1/20th of the mobile opportunity SpaceX itself outlined in the S-1.
Even a move to a $90B market cap would only be ~1/7th of the valuation SpaceX is implying for Starlink Mobile… a service that still largely does not exist at scale today.
Make it make sense.
KNOW WHAT YOU DON'T OWN ENOUGH OF™️
@AceOfEquity@BrettKrieger12 $asts I totally get what you're saying. I've been burned by startups that tout their partners. The big difference here is their big partners are touting them. @ATT@VodafoneGroup
BlueBird 6 has completed final assembly and testing and is ready for flight! 🚀🚀🚀🚀🚀🚀 On October 12, it will head to India aboard an Antonov large cargo plane ✈️
We are officially kicking off our next-gen launch campaign:
• BlueBird 7 is expected to ship to the Cape Canaveral launch site in October
• BlueBirds 8-16 are in various stages of production, with launches planned every 1-2 months on average during 2025 and 2026
• On track to complete 40 phased arrays by early 2026, bringing us to BlueBird 46
• Expecting 45-60 satellites in orbit by year-end 2026
We have partnered with 50+ mobile network operators serving nearly 3 billion subscribers, supported by a flexible spectrum strategy blending our own licensed spectrum with partner spectrum. These BlueBirds will be the largest commercial satellites ever deployed in LEO – each featuring a 2,400 sq ft phased array with true direct-to-cell broadband, capable of up to 10,000 MHz of processing bandwidth and peak speeds of 120 Mbps per cell 🌎📶#5G
#ASTSpaceMobile #BlueBird6 #NextGenBlueBird #BroadbandFromSpace #ConnectingtheUnconnected